Can a trust distribute capital gains to the income ...

- 3 -PLANNERE lder Client APRIL 1, 2014 However, investment dollars have to at least keep pace with inflation. If an investor wants a higher return, the investor has to take some , in the last 10 years the annualized return of the G Fund was , which outpaced the inflation rate of over the same period. The G Fund paid in 2010, in 2011, and in 2012. Although 2012 was the worst year for the G Fund in the last 10 years, it still outpaced bank accounts, the only other investment that provides government investors may find that they like the advantages of their myRA accounts. In that case, they can circumvent the $15,000 by making regular rollovers from their myRA account to a regular Roth account, thereby continuously staying under the $15,000 The Role of IRAs in Households Savings for Retirement, 2013 (November 2013) ICI Research Perspective. v. 19, n. 11. p. 3 Can a trust distribute capital gains to the income beneficiary?TAX: For trusts, the capital gains rate is reached at $11,950 in Richard Malamud, , CPA, ContributorTaxation of fiduciary income (for estates and trusts) is probably the least understood area of tax law.

- 5 - Elder Client PLANNER APRIL 1, 2014 In the next example, the facts are the same, but the trustee “intends to follow a regular practice of treating discretionary distributions of principal as being paid first from any net

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